Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $358,122 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $311,681 |
Filed as: ROTHSCHILD ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-2544634 | Investment Management | $302,717 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $168,327 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $94,848 |
US BANK1 year Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $87,735 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $82,096 |
VERUS1 year Filed as: VERUS ADVISORY INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $63,000 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $39,478 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $22,699 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -6.49% | -13.75%+7.3pp | -4.80%-1.7pp | 23.41%-29.9pp |
| Employer contribution / active EE | $14,202 | $13,276+7.0% | $30,897-54.0% | $12,650+12.3% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |